DESTINY WEALTH PARTNERS, LLC

2100 Lake Eustis Dr.
Tavares, Florida 32778
Tel: 352.343.2700

About DESTINY WEALTH PARTNERS, LLC

DESTINY WEALTH PARTNERS, LLC, formally registered with the SEC as DESTINY WEALTH PARTNERS, LLC. The firm was established in 05/28/2014. They have over 5 offices throughout the country.

DESTINY WEALTH PARTNERS, LLC is a Tavares, Florida based Financial Planning firm with nearly $996,817,259 assets under management, offering retirement planning & investment advisory services to 3086 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171346
SEC#	801-79789
Assets Managed by Firm	$996,817,259
No. of Clients	3086
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (FLAT FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3086	$996,817,259
Individuals (other than high net worth individuals)	751	$210,837,848
High net worth individuals	223	$785,979,411

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